11+ hour, 24+ min ago   (508+ words) TradingKey OpenAI Deepens Next-Generation AI Chip Cooperation With Samsung, Anthropic Also Seeks Foundry Support OpenAI is deepening its semiconductor collaboration with Samsung Electronics to encompass joint production and R&D for next-generation custom AI chips, aiming to secure computing power…...

16+ hour, 50+ min ago   (518+ words) Core researcher Jacob Coxon’s sudden resignation and exit from the AI industry on September 8, Eastern Time, threatens Anthropic’s pre-training efficiency for models like Claude 4 ahead of its IPO. Coxon’s warning that tech giants are rushing to build uncontrollable systems severely…...

1+ day, 4+ hour ago   (621+ words) When we look at fiscal Q4, Oracle reported $19.2 billion in revenue, a 21% year over year increase. Cloud revenue totaled $9.9 billion, up 47%, and OCI revenue surged a staggering 93%. Full-year operating cash flow totaled $32.0 billion. Where once the market valued Oracle primarily as…...

1+ day, 10+ hour ago   (392+ words) The funding round was led by Samsung Electronics, and co-led by the EQT-managed Scaleup Europe Fund and existing investor PSG Equity. Advent, funds and accounts managed by BlackRock, and the Grand Duchy of Luxembourg joined as new investors, while ASML…...

1+ day, 10+ hour ago   (193+ words) TradingKey - On September 8, according to the Financial Times, Morgan Stanley (MS) and Goldman Sachs (GS) are communicating with credit rating agencies such as S&P, Moody's, and Fitch on behalf of OpenAI and Anthropic, hoping that the two companies can…...

1+ day, 11+ hour ago   (476+ words) During Asian trading hours on September 8, Japanese and South Korean stock markets initially surged before reversing to close lower amid soaring oil prices driven by US-Iran tensions. The KOSPI dropped 0.58% to 6,954.52 after breaking 7,000 earlier, while the Nikkei 225 tumbled 1.7% to 65,269.33. Brent…...

1+ day, 11+ hour ago   (534+ words) TradingKey - OpenAI is extending more of its compute procurement to Southeast Asia. On September 8, Sydney time, Australian AI infrastructure company Firmus announced a multi-year strategic partnership with OpenAI. Under the agreement, Firmus will provide dedicated compute to OpenAI across two…...

1+ day, 15+ hour ago   (488+ words) Anthropic has abandoned its acquisition of Israeli startup Decart AI to prioritize its upcoming IPO. While this decision removes auditing uncertainties, valuation disputes, and antitrust scrutiny, allowing the IPO process to proceed smoothly in late September or early October, it…...

2+ day, 4+ hour ago   (652+ words) Intel posted $16.1 billion in revenue for Q2 2026, an increase of 25% over the same period last year. Non-GAAP EPS was $0.42, and non-GAAP gross margins improved to 41.8% from 29.7% the prior year. In GAAP terms, Intel’s operating income was positive at about $1.8 billion, but…...

2+ day, 9+ hour ago   (348+ words) According to South Korean media outlet ChosunBiz, citing industry sources, SK Hynix is rapidly increasing the production capacity share of its 1c nm process, the sixth-generation 10nm-class DRAM technology. Meanwhile, the share of 1b DRAM is expected to have peaked at around…...